Orkla India Limited announced its financial results for the quarter and nine months ended December 31, 2025, showing mixed performance with revenue growth offset by exceptional charges. The company's Board of Directors approved the unaudited standalone and consolidated financial results at their meeting held on February 11, 2026.

Financial Performance Overview

The company demonstrated steady revenue growth in Q3FY26 despite facing regulatory challenges. Key financial metrics reflect the impact of new labour regulations on profitability.

Nine-Month Performance Analysis

For the nine months ended December 31, 2025, the company maintained growth momentum in revenue while facing profitability pressures.

Exceptional Items Impact

The quarter's performance was significantly affected by exceptional items totaling Rs. 158.40 million, entirely attributed to the impact of new Labour Codes. On November 21, 2025, the Government of India notified four Labour Codes consolidating 29 existing labour laws. The company assessed the financial implications based on legal opinion and guidance from the Institute of Chartered Accountants of India, resulting in increased gratuity liability arising from past service costs.

Consolidated Results

On a consolidated basis, the company reported revenue from operations of Rs. 6,360.60 million for Q3FY26 compared to Rs. 6,152.70 million in Q3FY25, representing a 3.40% increase. Consolidated net profit for the quarter stood at Rs. 566.40 million versus Rs. 658.50 million in the previous year.

Earnings Call and Investor Engagement

Following the results announcement, Orkla India conducted a conference call with analysts and investors on February 11, 2026, from 5:00 P.M. to 6:05 P.M. IST. The earnings call transcript was subsequently filed with stock exchanges on February 17, 2026, under Regulation 30 of SEBI Listing Regulations. In compliance with SEBI requirements, the company has made the audio recording and transcript available on its official website.

Management Commentary and Business Outlook

During the earnings call, Managing Director and CEO Sanjay Sharma highlighted the company's strong volume growth of 5.40% in Q3FY26, driven by sustained consumer demand. CFO Suniana Calapa emphasized that EBITDA grew by 17.70% to Rs. 102.00 crores, reflecting healthy operational performance despite challenging market conditions.

Operational Highlights

The company operates in a single segment of food products and beverages. Cost management remained a focus area with cost of raw materials and packing materials consumed at Rs. 2,563.40 million in Q3FY26 compared to Rs. 2,642.40 million in Q3FY25. Employee benefits expense increased to Rs. 567.80 million from Rs. 538.60 million, reflecting both business growth and regulatory changes.

Corporate Developments

During Q3FY26, the company completed its Initial Public Offering of 22,843,004 equity shares at an issue price of Rs. 730.00 per share, consisting entirely of an offer for sale. The total proceeds aggregated Rs. 16,673.30 million, with equity shares listed on NSE and BSE on November 06, 2025. The company maintains its paid-up share capital at Rs. 137.00 million with a face value of Re. 1.00 per share.

Orkla India Limited has announced its schedule for the Q3FY26 financial results disclosure, with both board meeting and investor conference call planned for February 11, 2026. The company has issued formal intimation to stock exchanges regarding these upcoming corporate events.

Board Meeting and Financial Results

The Board of Directors meeting is scheduled for Wednesday, February 11, 2026, where the board will consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025. This announcement was made in compliance with Regulation 29 of the SEBI Listing Regulations.

Investor Conference Call

Pursuant to Regulation 30 of the SEBI Listing Regulations, Orkla India Limited will host an Investors/Analysts Conference Call on the same day at 17:00 IST to discuss the financial results. The call will be coordinated by ICICI Securities and will feature key management representatives.

Management Representation

The earnings call will be represented by senior management officials:

• Mr. Sanjay Sharma - Managing Director & CEO
• Ms. Suniana Calapa - CFO
• Mr. Siddharth Borkar - Head M&A and Investor Relations

Call Access Details

ICICI Securities has provided multiple access options for participants to join the conference call:

Coordination and Contact Information

The conference call coordination will be managed by ICICI Securities team including Mr. Jaideep Goswami (Head of Equities), Mr. Manoj Menon (Head of Research), and Mr. Dhiraj Mistry. For clarifications, participants can contact Mr. Rushad Kapadia at ICICI Securities.

The company has indicated that detailed schedule information and any subsequent changes will be available on their official website at the governance section under earnings call updates. Financial results will also be published in newspapers in accordance with Regulation 47 of the SEBI Listing Regulations.